iSHARES TRUST - SOXX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BNP PARIBAS FINANCIAL MARKETS History Added to 1,196,340 1,170,021 0.53% 0.17% 1 +68,799 6.1% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 2,904,638 874,731 0.11% 0.07% 2 +941,363 47.95% Q4 2025 Mar 25, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,577,153 776,109 0.06% 0.04% 3 +239,109 10.23% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 2,368,608 713,306 0.04% 0.03% 4 +547,109 30.04% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,178,553 656,071 0.08% 0.05% 5 +619,579 39.74% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,786,285 537,939 0.09% 0.05% 6 +504,161 39.32% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Added to 1,288,400 388,001 0.06% 0.05% 7 +167,082 14.9% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 1,281,005 385,774 0.06% 0.08% 8 -594,095 -31.68% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 1,180,000 355,357 0.59% 0.78% 9 -405,000 -25.55% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 1,041,783 313,732 0.09% 0.08% 10 +17,038 1.66% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 963,663 290,207 0.05% 0.04% 11 +121,561 14.44% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Added to 451,617 136,004 0.2% 0.0% 12 +443,030 5159.31% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 406,107 122,299 1.6% 1.3% 13 +75,257 22.75% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 404,208 121,727 0.03% 0.02% 14 +78,064 23.94% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 397,656 119,754 0.22% 0.21% 15 -2,539 -0.63% Q4 2025 Mar 16, 2026
ROYAL BANK OF CANADA History New 347,915 104,776 0.02% — 16 +347,915 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 344,269 103,676 0.05% 0.03% 17 +96,022 38.68% Q4 2025 Feb 13, 2026
LMR Partners LLP History Reduced 327,932 98,756 0.19% 0.39% 18 -2,068 -0.63% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 327,100 98,506 0.09% 0.13% 19 -149,600 -31.38% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 301,700 90,857 0.03% 0.02% 20 +47,787 18.82% Q4 2025 Feb 18, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 298,148 89,787 2.86% 2.57% 21 -1,805 -0.6% Q4 2025 Jan 14, 2026
JPMORGAN CHASE & CO History Reduced 252,252 75,966 0.0% 0.0% 22 -54,853 -17.86% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 248,185 74,756 0.02% 0.02% 23 -37,710 -13.19% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 240,689 72,483 0.1% 0.1% 24 -39,405 -14.07% Q4 2025 Feb 12, 2026
CloudAlpha Capital Management Limited/Hong Kong History Added to 231,500 69,716 3.28% 1.85% 25 +41,500 21.84% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Added to 226,384 68,211 0.1% 0.07% 26 +42,435 23.07% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 222,848 67,110 0.59% 0.89% 27 -570,262 -71.9% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 219,836 66,210 0.12% 0.14% 28 -51,579 -19.0% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 217,577 65,523 0.04% 0.04% 29 +4,278 2.01% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 210,355 63,348 0.17% 0.16% 30 -3,150 -1.48% Q4 2025 Feb 05, 2026
ALKEON CAPITAL MANAGEMENT LLC History New 192,600 58,001 0.09% — 31 +192,600 New Q4 2025 Feb 17, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 179,837 54,157 0.77% 0.6% 32 +37,302 26.17% Q4 2025 Feb 17, 2026
Gemsstock Ltd. History New 10,634 54,151 6.83% — 33 +10,634 New Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 169,154 50,940 0.06% 0.05% 34 +530 0.31% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 49,719 49,719 0.03% — 35 +49,719 New Q4 2025 Feb 17, 2026
Elo Mutual Pension Insurance Co History New 156,760 47,208 0.72% — 36 +156,760 New Q4 2025 Feb 12, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 156,431 47,110 1.37% 1.34% 37 -2,680 -1.68% Q4 2025 Jan 20, 2026
SIMPLEX TRADING, LLC History New 156,093 47,007 0.03% — 38 +156,093 New Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 155,263 46,757 0.03% 0.02% 39 +21,526 16.1% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 151,013 45,477 0.11% 0.06% 40 +68,037 82.0% Q4 2025 Feb 13, 2026
Wellspring Financial Advisors, LLC History Added to 150,012 45,183 3.57% 3.62% 41 +4,859 3.35% Q4 2025 Feb 11, 2026
Parallax Volatility Advisers, L.P. History Reduced 145,500 43,817 0.09% 0.08% 42 -59,820 -29.14% Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 145,143 43,709 1.53% 1.32% 43 +3,622 2.56% Q4 2025 Feb 13, 2026
GM Advisory Group, LLC History Reduced 145,014 43,670 1.71% 1.7% 44 -2,489 -1.69% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 143,228 43,133 0.01% 0.01% 45 -5,916 -3.97% Q4 2025 Feb 10, 2026
Oribel Capital Management, LP History Added to 132,900 40,022 1.83% 0.93% 46 +23,200 21.15% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 127,033 38,250 0.05% 0.01% 47 +105,336 485.49% Q4 2025 Mar 09, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 117,802 35,470 0.03% 0.01% 48 +82,546 234.13% Q4 2025 Feb 17, 2026
GREENWOOD GEARHART INC History Reduced 117,606 35,417 1.95% 2.0% 49 -10,480 -8.18% Q4 2025 Feb 04, 2026
Walleye Trading LLC History Reduced 117,253 35,310 0.05% 0.05% 50 -1,725 -1.45% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 115,601 34,813 0.04% 0.04% 51 -2,838 -2.4% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 108,680 32,732 0.03% 0.02% 52 +29,982 38.1% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Added to 101,086 30,442 0.08% 0.07% 53 +239 0.24% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 86,469 26,040 0.03% 0.03% 54 +2,932 3.51% Q4 2025 Feb 02, 2026
Yarbrough Capital, LLC History No change 82,383 24,809 0.77% 0.7% 55 0 0.0% Q4 2025 Jan 14, 2026
Focus Partners Wealth History Added to 78,812 23,668 0.03% 0.03% 56 +7,195 10.05% Q4 2025 Feb 13, 2026
Anfield Capital Management, LLC History Reduced 77,542 23,351 7.37% 6.6% 57 -5,202 -6.29% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 74,566 22,455 0.32% 0.12% 58 +44,770 150.26% Q4 2025 Feb 17, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 73,031 21,993 1.69% 1.64% 59 +913 1.27% Q4 2025 Feb 03, 2026
OPPENHEIMER & CO INC History Added to 71,067 21,401 0.3% 0.23% 60 +2,336 3.4% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 68,786 20,711 0.13% 0.1% 61 +11,472 20.02% Q4 2025 Jan 27, 2026
Mariner, LLC History Added to 68,378 20,591 0.02% 0.02% 62 +3,320 5.1% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 65,459 19,712 0.04% 0.05% 63 +2,723 4.34% Q4 2025 Feb 17, 2026
TRUE Private Wealth Advisors History Added to 64,459 19,411 1.94% 0.44% 64 +48,562 305.48% Q4 2025 Feb 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 59,718 18,126 0.13% 0.06% 65 +30,296 102.97% Q4 2025 Feb 17, 2026
United Asset Strategies, Inc. History Reduced 58,811 17,711 1.37% 1.29% 66 -359 -0.61% Q4 2025 Jan 28, 2026
TWO SIGMA INVESTMENTS, LP History New 58,209 17,529 0.02% — 67 +58,209 New Q4 2025 Feb 17, 2026
FIL Ltd History Added to 56,170 16,915 0.01% 0.01% 68 +4,744 9.22% Q4 2025 Feb 17, 2026
BANK HAPOALIM BM History Reduced 55,896 16,833 1.46% 1.93% 69 -2,032 -3.51% Q4 2025 Feb 17, 2026
Financial Partners Group, Inc History Reduced 48,471 16,785 1.94% 1.67% 70 -989 -2.0% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Added to 55,218 16,629 0.07% 0.07% 71 +2,349 4.44% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 54,985 16,558 0.09% 0.08% 72 +4,205 8.28% Q4 2025 Feb 13, 2026
REDSTONE WEALTH MANAGEMENT, LLC History New 54,372 16,374 12.94% — 73 +54,372 New Q4 2025 Feb 09, 2026
Maxi Investments CY Ltd History New 52,400 15,780 2.87% — 74 +52,400 New Q4 2025 Feb 03, 2026
Legacy Edge Advisors, LLC History New 50,860 15,316 1.68% — 75 +50,860 New Q4 2025 Feb 02, 2026
ExodusPoint Capital Management, LP History New 50,000 15,115 0.12% — 76 +50,000 New Q4 2025 Feb 17, 2026
Legend Financial Advisors, Inc. History Reduced 48,559 14,623 8.85% 8.65% 77 -3,458 -6.65% Q4 2025 Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 44,260 14,532 0.02% 0.02% 78 +1,767 4.16% Q4 2025 Jan 08, 2026
Weiss Asset Management LP History New 46,567 14,023 0.2% — 79 +46,567 New Q4 2025 Feb 17, 2026
Chicago Wealth Management, Inc. History Added to 46,034 13,863 5.57% 5.36% 80 +647 1.43% Q4 2025 Feb 17, 2026
Galvin, Gaustad & Stein, LLC History New 42,618 12,834 1.0% — 81 +42,618 New Q4 2025 Jan 23, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History Reduced 41,940 12,630 4.08% 4.03% 82 -3,335 -7.37% Q4 2025 Feb 12, 2026
Alaska Permanent Capital Management, LLC History Reduced 41,267 12,425 0.94% 1.25% 83 -21,205 -33.94% Q4 2025 Feb 13, 2026
Capital Investment Counsel, LLC History Reduced 41,016 12,351 1.72% 1.65% 84 -294 -0.71% Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History Added to 40,911 12,320 0.07% 0.06% 85 +1,484 3.76% Q4 2025 Feb 12, 2026
Wealthfront Advisers LLC History Added to 40,158 12,093 0.03% 0.02% 86 +5,141 14.68% Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Reduced 40,131 12,085 0.0% 0.0% 87 -1,386 -3.34% Q4 2025 Feb 12, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 39,604 11,926 1.3% 1.18% 88 -600 -1.49% Q4 2025 Jan 20, 2026
Cadent Capital Advisors, LLC History Added to 39,357 11,852 3.04% 1.51% 89 +18,280 86.73% Q4 2025 Jan 13, 2026
Janney Montgomery Scott LLC History Added to 37,824 11,391 0.03% 0.02% 90 +2,085 5.83% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 37,210 11,205 0.05% 0.05% 91 +1,834 5.18% Q4 2025 Feb 17, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 36,067 10,861 0.35% 0.34% 92 -2,352 -6.12% Q4 2025 Feb 13, 2026
Avondale Wealth Management History Reduced 35,923 10,818 5.56% 6.25% 93 -7,338 -16.96% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 35,615 10,725 0.03% 0.03% 94 -751 -2.07% Q4 2025 Jan 26, 2026
Kingsview Wealth Management, LLC History Added to 35,196 10,599 0.15% 0.05% 95 +24,305 223.17% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History Reduced 34,381 10,353 0.01% 0.02% 96 -46,163 -57.31% Q4 2025 Feb 13, 2026
Gray Foundation History No change 34,371 10,350 2.6% 2.65% 97 0 0.0% Q4 2025 Jan 29, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 34,345 10,342 3.13% 2.96% 98 -2,527 -6.85% Q4 2025 Feb 06, 2026
LOWE BROCKENBROUGH & CO INC History Added to 33,584 10,113 0.5% 0.46% 99 +592 1.79% Q4 2025 Feb 11, 2026
Geremia Financial Services, LLC History New 33,043 9,950 8.21% — 100 +33,043 New Q4 2025 Jan 13, 2026
Equitable Holdings, Inc. History Added to 32,119 9,672 0.07% 0.06% 101 +2,610 8.84% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 31,591 9,613 0.01% 0.01% 102 -7,962 -20.13% Q4 2025 Feb 18, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 31,617 9,521 0.12% 0.12% 103 -3,664 -10.39% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Reduced 30,096 9,063 0.32% 0.34% 104 -2,172 -6.73% Q4 2025 Feb 04, 2026
Tower Research Capital LLC (TRC) History Added to 29,760 8,962 0.22% 0.0% 105 +29,756 743900.0% Q4 2025 Feb 17, 2026
Traynor Capital Management, Inc. History Reduced 29,749 8,958 0.48% 0.46% 106 -111 -0.37% Q4 2025 Jan 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 29,557 8,901 0.08% 0.03% 107 +15,809 114.99% Q4 2025 Feb 05, 2026
BLAIR WILLIAM & CO/IL History Reduced 28,284 8,517 0.02% 0.02% 108 -65 -0.23% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Added to 28,252 8,508 0.52% 0.32% 109 +9,305 49.11% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 28,198 8,492 0.01% 0.1% 110 -85,830 -75.27% Q4 2025 Jan 09, 2026
FULTON BANK, N.A. History Reduced 28,084 8,457 0.29% 0.27% 111 -41 -0.15% Q4 2025 Jan 08, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 27,850 8,387 3.06% 2.74% 112 +4,300 18.26% Q4 2025 Feb 12, 2026
MAI Capital Management History Reduced 27,757 8,359 0.05% 0.05% 113 -946 -3.3% Q4 2025 Feb 13, 2026
Perbak Capital Partners LLP History Reduced 27,706 8,343 2.55% 1.75% 114 -8,960 -24.44% Q4 2025 Feb 17, 2026
SPINNAKER TRUST History Added to 27,586 8,307 0.44% 0.41% 115 +417 1.53% Q4 2025 Feb 10, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 27,312 8,224 2.98% 2.94% 116 -1,168 -4.1% Q4 2025 Jan 13, 2026
CMH Wealth Management LLC History Reduced 27,199 8,190 1.75% 1.64% 117 -1,155 -4.07% Q4 2025 Jan 13, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Reduced 26,375 7,942 5.66% 5.31% 118 -494 -1.84% Q4 2025 Jan 14, 2026
Rakuten Investment Management, Inc. History No change 28,484 7,660 0.03% 0.03% 119 0 0.0% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 25,000 7,528 0.01% 144.19% 120 -89,552 -78.18% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History No change 25,000 7,528 0.01% 0.01% 121 0 0.0% Q4 2025 Feb 17, 2026
FIRST INTERSTATE BANK History Reduced 24,749 7,453 0.4% 0.38% 122 -640 -2.52% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Added to 24,678 7,431 0.4% 0.0% 123 +24,415 9283.27% Q4 2025 Jan 20, 2026
Silverleafe Capital Partners, LLC History Reduced 24,065 7,247 2.15% 2.01% 124 -147 -0.61% Q4 2025 Jan 12, 2026
Sanctuary Advisors, LLC History Added to 23,967 7,217 0.04% 0.03% 125 +13 0.05% Q4 2025 Jan 29, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 23,384 7,042 2.55% — 126 +23,384 New Q4 2025 Mar 26, 2026
PFG Advisors History Reduced 23,358 7,034 0.34% 0.27% 127 -1,018 -4.18% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 24,634 6,878 0.02% 0.02% 128 +568 2.36% Q4 2025 Feb 10, 2026
Dynamic Advisor Solutions LLC History Reduced 22,402 6,746 0.22% 0.19% 129 -1,209 -5.12% Q4 2025 Jan 09, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 22,303 6,716 0.4% 0.4% 130 -3,240 -12.68% Q4 2025 Jan 20, 2026
Concord Investment Counsel Inc. History Reduced 22,234 6,695 2.17% 1.98% 131 -744 -3.24% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Reduced 22,058 6,642 0.02% 0.04% 132 -6,987 -24.06% Q4 2025 Feb 18, 2026
Baird Financial Group, Inc. History Reduced 21,808 6,567 0.01% 0.01% 133 -1,621 -6.92% Q4 2025 Feb 13, 2026
Creative Planning History Added to 21,756 6,551 0.0% 0.0% 134 +219 1.02% Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History Added to 21,658 6,523 0.23% 0.21% 135 +1,461 7.23% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Added to 21,642 6,518 0.06% 0.04% 136 +916 4.42% Q4 2025 Jan 05, 2026
PEAK6 LLC History Added to 21,414 6,448 0.01% 0.01% 137 +2,026 10.45% Q4 2025 Mar 12, 2026
Wellington Shields Capital Management, LLC History Reduced 21,180 6,378 0.93% 0.88% 138 -128 -0.6% Q4 2025 Feb 09, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 21,006 6,325 0.4% 0.38% 139 -77 -0.37% Q4 2025 Jan 21, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 20,743 6,246 0.01% 0.01% 140 +1,111 5.66% Q4 2025 Feb 18, 2026
IMC-Chicago, LLC History Reduced 20,511 6,176 0.0% 0.0% 141 -7,150 -25.85% Q4 2025 Jan 29, 2026
THEORY FINANCIAL LLC History Added to 17,075 5,857 1.97% 1.74% 142 +261 1.55% Q4 2025 Feb 10, 2026
Adams Wealth Management History Reduced 18,768 5,652 1.21% 1.28% 143 -3,298 -14.95% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 18,768 5,652 1.05% 1.2% 144 -3,298 -14.95% Q4 2025 Feb 18, 2026
Commonwealth Financial Services, LLC History Reduced 18,201 5,481 0.9% 0.95% 145 -2,336 -11.37% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 18,166 5,470 0.12% 0.1% 146 +3,798 26.43% Q4 2025 Feb 06, 2026
Family Legacy, Inc. History Reduced 17,989 5,417 1.62% 1.49% 147 -36 -0.2% Q4 2025 Feb 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 17,916 5,395 0.03% 0.03% 148 +2,750 18.13% Q4 2025 Feb 17, 2026
Wall Street Financial Group, Inc. History Reduced 17,873 5,382 3.92% 3.67% 149 -572 -3.1% Q4 2025 Jan 16, 2026
Strategic Blueprint, LLC History Reduced 17,847 5,374 0.32% 0.21% 150 -14 -0.08% Q4 2025 Jan 30, 2026
CIBC WORLD MARKET INC. History Added to 17,709 5,333 0.01% 0.01% 151 +662 3.88% Q4 2025 Feb 10, 2026
Anchor Investment Management, LLC History Reduced 17,214 5,183 0.42% 0.44% 152 -2,469 -12.54% Q4 2025 Feb 26, 2026
Integrated Capital Management, LLC History Reduced 17,104 5,150 2.21% 2.35% 153 -445 -2.54% Q4 2025 Jan 26, 2026
JPL Wealth Management, LLC History Reduced 17,067 5,139 1.25% 1.18% 154 -1,204 -6.59% Q4 2025 Feb 12, 2026
XTX Topco Ltd History Added to 16,322 4,915 0.13% 0.06% 155 +12,159 292.07% Q4 2025 Feb 17, 2026
Wharton Business Group, LLC History Reduced 16,139 4,860 0.18% 0.19% 156 -95 -0.59% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Added to 16,011 4,821 0.18% 0.16% 157 +259 1.64% Q4 2025 Jan 21, 2026
MARTIN & CO INC /TN/ History Added to 15,924 4,795 0.82% 0.75% 158 +460 2.97% Q4 2025 Feb 13, 2026
Marex Group plc History Added to 15,780 4,752 0.03% 0.0% 159 +13,211 514.25% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 15,603 4,698 0.01% 0.01% 160 +30 0.19% Q4 2025 Jan 30, 2026
Concurrent Investment Advisors, LLC History Added to 15,563 4,686 0.05% 0.07% 161 +1,396 9.85% Q4 2025 Jan 29, 2026
Midwest Financial Group LLC History Added to 15,533 4,677 2.07% 1.98% 162 +180 1.17% Q4 2025 Jan 20, 2026
BENJAMIN EDWARDS INC History Added to 15,509 4,674 0.05% 0.05% 163 +622 4.18% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 15,444 4,651 0.05% 0.06% 164 +1,472 10.54% Q4 2025 Jan 23, 2026
BlackRock, Inc. History Added to 15,360 4,625 0.0% 0.0% 165 +1,281 9.1% Q4 2025 Feb 12, 2026
KKM Financial LLC History Added to 15,278 4,600 0.82% 1.0% 166 +3,599 30.82% Q4 2025 Feb 18, 2026
EWA, LLC History Reduced 15,070 4,538 1.11% 1.19% 167 -827 -5.2% Q4 2025 Feb 03, 2026
&PARTNERS History Added to 15,034 4,527 0.02% 0.02% 168 +1,186 8.56% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 14,531 4,376 0.03% 0.03% 169 +110 0.76% Q4 2025 Feb 18, 2026
Jaffetilchin Investment Partners, LLC History Reduced 14,366 4,326 0.25% 0.25% 170 -744 -4.92% Q4 2025 Jan 15, 2026
1 NORTH WEALTH SERVICES LLC History Added to 14,141 4,258 1.5% 1.17% 171 +3,597 34.11% Q4 2025 Feb 13, 2026
Alaska Wealth Advisors, LLC History New 14,120 4,252 0.54% — 172 +14,120 New Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 14,973 4,231 0.1% 0.08% 173 -87 -0.58% Q4 2025 Feb 11, 2026
Sharper & Granite LLC History Reduced 14,020 4,222 1.49% 1.38% 174 -158 -1.11% Q4 2025 Jan 27, 2026
Destination Wealth Management History New 14,299 4,213 0.11% — 175 +14,299 New Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History No change 13,969 4,206 0.2% 0.19% 176 0 0.0% Q4 2025 Jan 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 13,860 4,174 0.32% 0.26% 177 +139 1.01% Q4 2025 Jan 23, 2026
Stratos Wealth Partners, LTD. History Added to 13,846 4,170 0.05% 0.04% 178 +875 6.75% Q4 2025 Jan 20, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 13,776 4,148 0.23% 0.23% 179 -144 -1.03% Q4 2025 Feb 04, 2026
SteelPeak Wealth, LLC History Added to 13,327 4,013 0.13% 0.02% 180 +11,533 642.87% Q4 2025 Jan 20, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 13,222 3,981 0.24% 0.23% 181 -348 -2.56% Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Added to 12,913 3,888 0.03% 0.03% 182 +702 5.75% Q4 2025 Jan 26, 2026
One Capital Management, LLC History Reduced 12,656 3,811 0.12% 0.11% 183 -528 -4.0% Q4 2025 Feb 10, 2026
360 Financial, Inc. History Reduced 12,530 3,773 1.14% 1.18% 185 -1,010 -7.46% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Reduced 12,530 3,773 0.05% 0.05% 184 -206 -1.62% Q4 2025 Feb 02, 2026
FMR LLC History Reduced 12,528 3,772 0.0% 0.0% 186 -637 -4.84% Q4 2025 Feb 17, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 12,483 3,759 0.07% 0.07% 187 -2,306 -15.59% Q4 2025 Feb 12, 2026
Moss Adams Wealth Advisors LLC History Reduced 12,479 3,757 0.27% 0.27% 188 -332 -2.59% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 12,470 3,755 0.01% 0.01% 189 +596 5.02% Q4 2025 Feb 17, 2026
Krilogy Financial LLC History Added to 10,859 3,725 0.13% 0.12% 190 +695 6.84% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Added to 12,312 3,707 0.07% 0.07% 191 +271 2.25% Q4 2025 Jan 14, 2026
Polymer Capital Management (HK) LTD History Added to 12,056 3,630 0.52% 0.4% 192 +1,296 12.04% Q4 2025 Feb 13, 2026
Magnus Financial Group LLC History Added to 11,828 3,562 0.27% 0.25% 193 +5 0.04% Q4 2025 Jan 07, 2026
Aprio Wealth Management, LLC History Added to 11,064 3,508 0.2% 0.28% 194 +680 6.55% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 11,611 3,496 0.0% 0.0% 195 -84 -0.72% Q4 2025 Feb 06, 2026
Quadrature Capital Ltd History Reduced 11,569 3,484 0.04% 0.85% 196 -253,056 -95.63% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 11,567 3,483 0.04% 0.04% 197 -1,352 -10.47% Q4 2025 Feb 05, 2026
Spire Wealth Management History Added to 11,546 3,477 0.12% 0.08% 198 +2,348 25.53% Q4 2025 Jan 14, 2026
PFG Investments, LLC History Reduced 11,459 3,450 0.16% 0.21% 199 -3,634 -24.08% Q4 2025 Jan 26, 2026
Evolution Wealth Advisors, LLC History Added to 11,301 3,403 0.34% 0.39% 200 +608 5.69% Q4 2025 Jan 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 11,270 3,394 0.07% 0.07% 201 +12 0.11% Q4 2025 Feb 09, 2026
Evelyn Partners Investment Management (Europe) Ltd History Added to 11,266 3,392 1.1% 0.99% 202 +751 7.14% Q4 2025 Feb 13, 2026
BEACON FINANCIAL PLANNING, INC History Added to 11,166 3,362 1.62% 1.54% 203 +172 1.56% Q4 2025 Jan 22, 2026
VestGen Advisors, LLC History Added to 11,111 3,346 0.14% 0.01% 204 +10,304 1276.83% Q4 2025 Feb 17, 2026
Maxele Advisors, LLC History Added to 11,006 3,314 2.69% 2.54% 205 +156 1.44% Q4 2025 Feb 05, 2026
Focus Financial Network, Inc. History Added to 10,942 3,295 0.11% 0.1% 206 +390 3.7% Q4 2025 Jan 12, 2026
COMERICA BANK History Added to 10,913 3,286 0.01% 0.01% 207 +689 6.74% Q4 2025 Jan 29, 2026
Global Wealth Strategies & Associates History Added to 10,847 3,266 0.81% 0.7% 208 +823 8.21% Q4 2025 Jan 02, 2026
Banco Santander, S.A. History New 10,430 3,140 0.02% — 209 +10,430 New Q4 2025 Feb 13, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 10,318 3,107 0.1% 0.13% 210 -2,694 -20.7% Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 10,200 3,071 0.52% — 211 +10,200 New Q4 2025 Feb 12, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 10,177 3,064 0.2% 0.21% 212 -1,456 -12.52% Q4 2025 Feb 04, 2026
Summit Financial, LLC History Added to 10,105 3,043 0.04% 0.04% 213 +775 8.31% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Reduced 10,083 3,036 0.05% 0.05% 214 -722 -6.68% Q4 2025 Jan 22, 2026
DCF Advisers, LLC History New 10,000 3,011 0.81% — 215 +10,000 New Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Added to 9,988 3,007 0.01% 0.01% 216 +290 2.99% Q4 2025 Feb 12, 2026
Osbon Capital Management LLC History New 9,875 2,973 2.78% — 217 +9,875 New Q4 2025 Mar 16, 2026
Koshinski Asset Management, Inc. History Added to 9,863 2,970 0.19% 0.18% 218 +178 1.84% Q4 2025 Feb 03, 2026
Florin Court Capital LLP History Reduced 9,700 2,921 4.07% 2.42% 219 -1,700 -14.91% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Added to 9,579 2,884 0.02% 0.01% 220 +2 0.02% Q4 2025 Feb 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 9,527 2,869 0.21% 0.21% 221 -447 -4.48% Q4 2025 Feb 05, 2026
Quantbot Technologies LP History Added to 9,525 2,868 0.1% 0.02% 222 +7,276 323.52% Q4 2025 Feb 10, 2026
Matrix Trust Co History Reduced 9,382 2,825 0.47% 0.4% 223 -86 -0.91% Q4 2025 Jan 13, 2026
D.A. DAVIDSON & CO. History Reduced 9,334 2,811 0.02% 0.02% 224 -9 -0.1% Q4 2025 Jan 29, 2026
Prosperity Consulting Group, LLC History Reduced 9,277 2,793 0.13% 0.13% 225 -150 -1.59% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,251 2,785 0.01% 0.01% 226 0 0.0% Q4 2025 Jan 30, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 9,214 2,775 0.22% 0.22% 227 -497 -5.12% Q4 2025 Feb 06, 2026
Kovack Advisors, Inc. History Added to 9,184 2,765 0.13% 0.16% 228 +3,034 49.33% Q4 2025 Feb 17, 2026
CORRADO ADVISORS, LLC History Added to 9,086 2,736 1.37% 1.3% 229 +163 1.83% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 9,062 2,729 0.03% 0.28% 230 -104,729 -92.04% Q4 2025 Feb 13, 2026
Armor Investment Advisors, LLC History Reduced 8,693 2,617 0.96% 0.82% 231 -869 -9.09% Q4 2025 Feb 05, 2026
Concentrum Wealth Management History Reduced 8,501 2,560 0.71% 0.73% 232 -813 -8.73% Q4 2025 Feb 04, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 8,351 2,514 1.63% 0.6% 233 +5,262 170.35% Q4 2025 Jan 26, 2026
STEPHENS INC /AR/ History Reduced 8,266 2,489 0.03% 0.03% 234 -1 -0.01% Q4 2025 Feb 05, 2026
MOULTON WEALTH MANAGEMENT, INC History New 19,171 2,480 2.35% — 235 +19,171 New Q4 2025 Jan 13, 2026
Edgestream Partners, L.P. History Added to 8,099 2,439 0.07% 0.02% 236 +5,725 241.15% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Reduced 8,003 2,409 0.05% 0.05% 237 -272 -3.29% Q4 2025 Feb 03, 2026
Vontobel Holding Ltd. History Reduced 7,996 2,407 0.01% 0.01% 238 -666 -7.69% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 7,931 2,388 0.0% 0.0% 239 +65 0.83% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 7,867 2,369 0.13% 0.13% 240 +2 0.03% Q4 2025 Feb 10, 2026
Intellectus Partners, LLC History Reduced 7,783 2,343 0.45% 0.43% 241 -316 -3.9% Q4 2025 Feb 10, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 7,741 2,331 0.64% 0.69% 242 -964 -11.07% Q4 2025 Jan 26, 2026
Insight Wealth Partners, LLC History Reduced 7,718 2,324 0.32% 0.66% 243 -290 -3.62% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Reduced 7,703 2,319 0.03% 0.03% 244 -53 -0.68% Q4 2025 Feb 03, 2026
FORTE ASSET MANAGEMENT LLC History Added to 7,638 2,300 1.04% 0.99% 245 +26 0.34% Q4 2025 Jan 16, 2026
IBEX WEALTH ADVISORS History Reduced 7,589 2,285 0.22% 0.21% 246 -382 -4.79% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 7,518 2,264 0.08% 0.07% 247 +577 8.31% Q4 2025 Jan 13, 2026
Mirabaud & Cie SA History No change 7,500 2,258 0.73% 0.65% 248 0 0.0% Q4 2025 Jan 16, 2026
Modern Wealth Management, LLC History New 7,497 2,257 0.04% — 249 +7,497 New Q4 2025 Feb 17, 2026
Stonebridge Financial Planning Group, LLC History Added to 7,358 2,216 0.8% 0.74% 250 +130 1.8% Q4 2025 Feb 05, 2026
GROUP ONE TRADING LLC History New 7,260 2,186 0.0% — 251 +7,260 New Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 6,315 2,176 0.05% 0.03% 252 +2,016 46.89% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,165 2,157 0.01% 0.01% 253 +470 7.02% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 7,048 2,122 0.0% 0.0% 254 -1,444 -17.0% Q4 2025 Feb 11, 2026
Grandview Asset Management LLC History Added to 6,972 2,099 0.58% 0.46% 255 +958 15.93% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Added to 6,961 2,096 0.0% 0.0% 256 +207 3.06% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 8,550 2,028 0.06% 0.06% 257 +268 3.24% Q4 2025 Jan 30, 2026
EP Wealth Advisors, LLC History New 6,731 2,027 0.01% — 258 +6,731 New Q4 2025 Feb 18, 2026
Avior Wealth Management, LLC History Reduced 6,679 2,011 0.06% 0.06% 259 -28 -0.42% Q4 2025 Jan 06, 2026
Prime Capital Investment Advisors, LLC History Reduced 6,662 2,006 0.02% 0.03% 260 -1,625 -19.61% Q4 2025 Jan 21, 2026
Fisher Asset Management, LLC History Reduced 6,618 1,993 0.0% 0.0% 261 -356 -5.1% Q4 2025 Feb 09, 2026
Mutual Advisors, LLC History Reduced 6,606 1,989 0.04% 0.06% 262 -2,107 -24.18% Q4 2025 Feb 02, 2026
FLOW TRADERS U.S. LLC History New 6,581 1,982 0.06% — 263 +6,581 New Q4 2025 Feb 13, 2026
LM Advisors LLC History Reduced 597 1,981 0.04% 0.06% 264 -832 -58.22% Q4 2025 Feb 13, 2026
Clark Capital Management Group, Inc. History Reduced 6,572 1,979 0.01% 0.01% 265 -1,614 -19.72% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 6,563 1,976 0.01% — 266 +6,563 New Q4 2025 Feb 05, 2026
Gold Investment Management Ltd. History Reduced 6,526 1,965 0.63% 0.6% 267 -94 -1.42% Q4 2025 Jan 28, 2026
Comprehensive Financial Planning, Inc./PA History Added to 6,513 1,961 1.3% 1.18% 269 +139 2.18% Q4 2025 Feb 11, 2026
ORSER CAPITAL MANAGEMENT, LLC History Reduced 6,515 1,961 1.11% 0.93% 268 -15 -0.23% Q4 2025 Jan 12, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 6,477 1,951 0.01% 0.17% 270 -75,245 -92.07% Q4 2025 Feb 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 6,421 1,933 0.04% 0.04% 271 -1,588 -19.83% Q4 2025 Feb 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 6,216 1,871 0.22% 0.21% 272 +155 2.56% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,147 1,851 0.05% 0.05% 273 -212 -3.33% Q4 2025 Jan 23, 2026
Apeiron RIA LLC History Added to 5,247 1,849 0.38% 0.27% 274 +1,104 26.65% Q4 2025 Feb 03, 2026
Wallace Hart LLC History Added to 6,135 1,847 1.36% 0.06% 275 +5,857 2106.83% Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History Reduced 6,078 1,830 0.05% 0.05% 276 -48 -0.78% Q4 2025 Feb 02, 2026
Intellus Advisors LLC History Added to 5,996 1,805 0.24% 0.22% 277 +88 1.49% Q4 2025 Feb 06, 2026
AAFMAA Wealth Management & Trust LLC History New 5,961 1,795 0.7% — 278 +5,961 New Q4 2025 Jan 07, 2026
PACIFIC SUN FINANCIAL CORP History Added to 5,957 1,793 0.86% 0.77% 279 +83 1.41% Q4 2025 Feb 05, 2026
Dedeker Financial LLC History New 5,882 1,771 1.59% — 280 +5,882 New Q4 2025 Mar 31, 2026
CWM, LLC History Reduced 5,798 1,746 0.0% 0.0% 281 -149 -2.51% Q4 2025 Jan 26, 2026
ASSETMARK, INC History Reduced 5,737 1,727 0.0% 0.0% 282 -133 -2.27% Q4 2025 Jan 23, 2026
First Financial Bank - Trust Division History Reduced 5,687 1,712 0.14% 0.14% 283 -357 -5.91% Q4 2025 Jan 02, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,656 1,703 0.01% 0.01% 284 -472 -7.7% Q4 2025 Feb 12, 2026
Robinson Value Management, Ltd. History Added to 5,618 1,691 0.91% 0.88% 285 +16 0.29% Q4 2025 Jan 12, 2026
TWO SIGMA SECURITIES, LLC History Reduced 5,592 1,684 0.23% 0.45% 286 -5,775 -50.8% Q4 2025 Feb 17, 2026
Transcendent Capital Group LLC History Reduced 5,588 1,682 0.76% 0.7% 287 -216 -3.72% Q4 2025 Jan 26, 2026
Western Wealth Management, LLC History Added to 5,579 1,679 0.08% 0.05% 288 +1,905 51.85% Q4 2025 Feb 05, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History Reduced 5,550 1,671 0.92% 0.86% 289 -140 -2.46% Q4 2025 Jan 22, 2026
Joseph P. Lucia & Associates, LLC History Reduced 5,528 1,664 0.6% 0.6% 290 -339 -5.78% Q4 2025 Jan 28, 2026
Keystone Financial Group History Added to 5,437 1,637 0.12% 0.1% 291 +653 13.65% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 5,428 1,634 0.0% 0.0% 292 -2,850 -34.43% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 5,398 1,625 0.04% 0.04% 293 +140 2.66% Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History Reduced 5,349 1,610 0.11% 0.1% 294 -177 -3.2% Q4 2025 Feb 20, 2026
World Investment Advisors History Reduced 5,346 1,609 0.03% 0.03% 295 -1 -0.02% Q4 2025 Mar 12, 2026
Sovran Advisors, LLC History Added to 4,758 1,604 0.14% 0.13% 296 +10 0.21% Q4 2025 Jan 20, 2026
Greenspring Advisors, LLC History New 5,296 1,594 0.1% — 297 +5,296 New Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Reduced 5,180 1,560 0.02% 0.02% 298 -76 -1.45% Q4 2025 Feb 12, 2026
Continuum Advisory, LLC History Added to 5,145 1,549 0.16% 0.15% 299 +23 0.45% Q4 2025 Feb 11, 2026
MONETARY MANAGEMENT GROUP INC History No change 5,135 1,546 0.36% 0.32% 300 0 0.0% Q4 2025 Feb 11, 2026
Stratos Wealth Advisors, LLC History Added to 5,030 1,514 0.07% 0.03% 301 +2,895 135.6% Q4 2025 Jan 20, 2026
Capstone Wealth Management Group LLC History Reduced 4,996 1,504 0.91% 0.87% 302 -4 -0.08% Q4 2025 Jan 09, 2026
High Point Wealth Management, LLC History New 4,940 1,487 1.4% — 303 +4,940 New Q4 2025 Jan 29, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 4,911 1,479 1.39% — 304 +4,911 New Q4 2025 Feb 05, 2026
Brookstone Capital Management History Added to 4,842 1,458 0.02% 0.02% 305 +81 1.7% Q4 2025 Jan 15, 2026
Telos Capital Management, Inc. History Reduced 4,764 1,434 0.13% 0.12% 306 -15 -0.31% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Added to 4,753 1,431 0.03% 0.03% 307 +291 6.52% Q4 2025 Feb 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 4,686 1,411 0.03% 0.02% 308 +186 4.13% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 4,683 1,410 0.04% — 309 +4,683 New Q4 2025 Feb 13, 2026
CITY HOLDING CO History Reduced 4,636 1,396 0.17% 0.16% 310 -98 -2.07% Q4 2025 Jan 22, 2026
Independent Wealth Network Inc. History Added to 4,584 1,380 0.42% 0.38% 311 +169 3.83% Q4 2025 Jan 26, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 4,578 1,378 0.17% 0.15% 312 -68 -1.46% Q4 2025 Feb 13, 2026
EHRLICH FINANCIAL GROUP History Reduced 4,541 1,367 0.78% 0.76% 313 -171 -3.63% Q4 2025 Jan 06, 2026
Valeo Financial Advisors, LLC History Reduced 4,536 1,365 0.03% 0.03% 314 -18 -0.4% Q4 2025 Feb 04, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 4,526 1,363 0.45% 0.45% 315 -391 -7.95% Q4 2025 Jan 27, 2026
Nikulski Financial, Inc. History New 4,518 1,360 0.33% — 316 +4,518 New Q4 2025 Jan 15, 2026
First International Bank of Israel Ltd. History Reduced 4,500 1,355 0.65% 0.94% 318 -1,613 -26.39% Q4 2025 Feb 12, 2026
LOM Asset Management Ltd History Reduced 4,500 1,355 0.39% 0.4% 317 -373 -7.65% Q4 2025 Jan 23, 2026
Vise Technologies, Inc. History New 4,484 1,350 0.03% — 320 +4,484 New Q4 2025 Feb 11, 2026
AE Wealth Management LLC History Added to 4,484 1,350 0.01% 0.01% 319 +532 13.46% Q4 2025 Jan 26, 2026
RoundAngle Advisors LLC History Added to 4,463 1,344 0.98% 0.88% 321 +279 6.67% Q4 2025 Jan 12, 2026
Prospera Financial Services Inc History Added to 4,423 1,334 0.02% 0.02% 322 +1,109 33.46% Q4 2025 Feb 09, 2026
Westwood Wealth Management History New 4,413 1,328 1.0% — 323 +4,413 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History No change 4,413 1,328 1.0% 0.95% 324 0 0.0% Q4 2025 Jan 13, 2026
GWN SECURITIES INC. History Reduced 4,338 1,306 0.26% 0.3% 325 -400 -8.44% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 4,308 1,297 0.06% 0.05% 326 +1,435 49.95% Q4 2025 Jan 28, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 4,301 1,295 0.01% 0.01% 327 -790 -15.52% Q4 2025 Jan 28, 2026
NorthStar Asset Management LLC /NJ/ History Reduced 4,283 1,289 0.58% 0.56% 328 -47 -1.09% Q4 2025 Feb 10, 2026
Pacific Center for Financial Services History No change 4,742 1,285 0.33% 0.33% 329 0 0.0% Q4 2025 Feb 17, 2026
O'ROURKE & COMPANY, Inc History Added to 4,240 1,276 0.5% 0.47% 330 +86 2.07% Q4 2025 Jan 28, 2026
Ionic Capital Management LLC History Added to 4,215 1,269 0.16% 0.09% 331 +1,030 32.34% Q4 2025 Feb 17, 2026
Pines Wealth Management, LLC History No change 4,186 1,260 0.41% 0.38% 332 0 0.0% Q4 2025 Feb 02, 2026
NORTHLAND SECURITIES, INC. History New 4,134 1,244 1.19% — 333 +4,134 New Q4 2025 Jan 23, 2026
Ashton Thomas Private Wealth, LLC History Added to 4,132 1,244 0.03% 0.02% 334 +701 20.43% Q4 2025 Jan 29, 2026
Alteri Wealth LLC History Added to 4,111 1,238 0.4% 0.38% 335 +9 0.22% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History No change 4,109 1,237 0.06% 0.05% 336 0 0.0% Q4 2025 Feb 02, 2026
Howard Capital Management Inc. History Reduced 4,107 1,236 0.02% 0.02% 337 -387 -8.61% Q4 2025 Jan 23, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History New 4,052 1,220 0.42% — 338 +4,052 New Q4 2025 Jan 12, 2026
Safeguard Investment Advisory Group, LLC History Reduced 4,051 1,219 0.31% 0.3% 339 -442 -9.84% Q4 2025 Feb 13, 2026
McHugh Group, LLC History No change 4,033 1,214 0.69% 0.65% 340 0 0.0% Q4 2025 Feb 02, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 4,016 1,209 0.05% 0.03% 342 +827 25.93% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,016 1,209 0.02% 0.02% 341 +204 5.35% Q4 2025 Jan 16, 2026
IHT Wealth Management, LLC History Added to 3,981 1,198 0.03% 0.02% 343 +546 15.9% Q4 2025 Feb 17, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 3,918 1,179 0.03% 0.05% 344 -3,215 -45.07% Q4 2025 Jan 28, 2026
Cassaday & Co Wealth Management LLC History No change 3,909 1,177 0.02% 0.02% 345 0 0.0% Q4 2025 Feb 03, 2026
PINNACLE ASSOCIATES LTD History Added to 3,886 1,170 0.02% 0.01% 346 +1,909 96.56% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,841 1,156 0.08% 0.08% 347 -127 -3.2% Q4 2025 Feb 03, 2026
Retirement Planning Group, LLC History Reduced 3,797 1,143 0.04% 0.04% 348 -879 -18.8% Q4 2025 Feb 03, 2026
Sepio Capital, LP History New 3,785 1,139 0.06% — 349 +3,785 New Q4 2025 Feb 12, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 3,760 1,132 0.18% 0.18% 350 0 0.0% Q4 2025 Jan 29, 2026
Advisory Alpha, LLC History Added to 3,733 1,124 0.03% 0.03% 351 +112 3.09% Q4 2025 Feb 06, 2026
Y.D. More Investments Ltd History Reduced 3,719 1,120 0.05% 0.11% 352 -3,146 -45.83% Q4 2025 Jan 21, 2026
Signature Equity Partners, LLC History New 3,708 1,116 0.62% — 353 +3,708 New Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Added to 3,692 1,111 0.06% 0.05% 354 +62 1.71% Q4 2025 Jan 07, 2026
Capital Investment Advisory Services, LLC History Reduced 3,681 1,108 0.08% 0.08% 355 -146 -3.81% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History Added to 3,672 1,105 0.0% 0.0% 356 +557 17.88% Q4 2025 Feb 17, 2026
Selective Wealth Management, Inc. History Added to 3,270 1,102 0.34% 0.25% 357 +460 16.37% Q4 2025 Jan 16, 2026
Midwest Trust Co History No change 3,574 1,076 0.01% 0.01% 358 0 0.0% Q4 2025 Feb 04, 2026
Werba Rubin Papier Wealth Management History Added to 3,567 1,074 0.29% 0.16% 359 +2 0.06% Q4 2025 Jan 27, 2026
Waverly Advisors, LLC History Added to 3,565 1,073 0.01% 0.01% 360 +134 3.91% Q4 2025 Feb 17, 2026
Blue Chip Partners, LLC History Added to 3,563 1,073 0.08% 0.07% 361 +115 3.34% Q4 2025 Feb 18, 2026
Phoenix Financial Ltd. History Added to 3,563 1,072 0.01% 0.01% 362 +27 0.76% Q4 2025 Feb 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,545 1,067 0.07% 0.03% 363 +1,909 116.69% Q4 2025 Feb 02, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 3,507 1,056 0.14% 0.23% 364 -2,469 -41.32% Q4 2025 Jan 21, 2026
Ironwood Financial, llc History Reduced 3,191 1,054 0.18% 0.16% 365 -68 -2.09% Q4 2025 Jan 15, 2026
Sargent Investment Group, LLC History New 3,450 1,038 0.13% — 367 +3,450 New Q4 2025 Feb 13, 2026
SBI Okasan Asset Management Co.Ltd. History New 3,400 1,038 0.06% — 366 +3,400 New Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History New 3,438 1,035 0.04% — 368 +3,438 New Q4 2025 Feb 09, 2026
Activest Wealth Management History Reduced 3,437 1,035 0.19% 0.2% 369 -287 -7.71% Q4 2025 Jan 30, 2026
Tempo Wealth, LLC History New 3,422 1,030 0.18% — 370 +3,422 New Q4 2025 Feb 25, 2026
Tudor Financial Inc. History Added to 3,371 1,015 0.52% 0.48% 371 +70 2.12% Q4 2025 Feb 13, 2026
First Heartland Consultants, Inc. History Added to 3,295 992 0.08% 0.07% 372 +37 1.14% Q4 2025 Jan 09, 2026
Finley Financial, LLC History Added to 3,282 988 0.45% 0.39% 374 +197 6.39% Q4 2025 Jan 21, 2026
Snowden Capital Advisors LLC History Added to 3,281 988 0.03% 0.02% 373 +142 4.52% Q4 2025 Feb 17, 2026
ATX Financial Planning, LLC History New 3,270 984 0.76% — 375 +3,270 New Q4 2025 Feb 19, 2026
Pinnacle Financial Partners, Inc. History New 3,258 982 0.01% — 376 +3,258 New Q4 2025 Feb 18, 2026
HARMONY ASSET MANAGEMENT LLC History New 3,248 978 0.33% — 377 +3,248 New Q4 2025 Feb 06, 2026
Independence Bank of Kentucky History Reduced 3,241 976 0.12% 0.11% 378 -25 -0.77% Q4 2025 Jan 20, 2026
10Elms LLP History Reduced 3,215 968 0.89% 0.82% 379 -150 -4.46% Q4 2025 Feb 13, 2026
WealthCare Investment Partners, LLC History Reduced 3,083 967 0.28% 0.3% 380 -283 -8.41% Q4 2025 Jan 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 3,190 960 0.07% 0.07% 381 -669 -17.34% Q4 2025 Feb 12, 2026
EQUITABLE TRUST CO History No change 3,174 955 0.04% 0.04% 382 0 0.0% Q4 2025 Feb 02, 2026
Lynx Investment Advisory History Reduced 3,162 952 0.52% 0.55% 383 -238 -7.0% Q4 2025 Feb 05, 2026
Union Bancaire Privee, UBP SA History Reduced 3,097 944 0.01% 0.05% 384 -1,699 -35.43% Q4 2025 Jan 05, 2026
PSI Advisors, LLC History Added to 6,355 941 0.24% 0.15% 387 +4,196 194.35% Q4 2025 Feb 09, 2026
Somerset Trust Co History Added to 3,125 941 0.29% 0.25% 386 +128 4.27% Q4 2025 Jan 09, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 3,125 941 0.0% 0.0% 385 -93 -2.89% Q4 2025 Feb 13, 2026
Oasis Management Co Ltd. History Reduced 3,100 933 0.06% 0.14% 388 -2,400 -43.64% Q4 2025 Feb 13, 2026
Ellis Investment Partners, LLC History Added to 3,098 933 0.16% 0.15% 389 +1 0.03% Q4 2025 Feb 02, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 3,067 923 0.44% 0.41% 390 0 0.0% Q4 2025 Jan 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 3,060 921 0.04% 0.04% 391 -13 -0.42% Q4 2025 Feb 17, 2026
Fortitude Advisory Group L.L.C. History Added to 3,056 920 0.39% 0.42% 392 +181 6.3% Q4 2025 Feb 13, 2026
McAdam, LLC History Added to 3,047 917 0.04% 0.04% 393 +47 1.57% Q4 2025 Feb 13, 2026
Resolute Wealth Strategies, LLC History Added to 3,047 917 0.4% 0.38% 394 +3 0.1% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 3,032 912 0.01% 0.01% 395 +91 3.09% Q4 2025 Feb 12, 2026
GSG Advisors LLC History Added to 2,998 902 0.23% 0.22% 396 +4 0.13% Q4 2025 Jan 08, 2026
17 CAPITAL PARTNERS, LLC History Added to 2,983 898 0.46% 0.31% 397 +866 40.91% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,975 896 0.0% 0.0% 398 -244 -7.58% Q4 2025 Feb 06, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 2,921 890 0.06% 0.04% 399 +854 41.32% Q4 2025 Jan 15, 2026
Arkadios Wealth Advisors History Added to 2,942 886 0.02% 0.01% 400 +856 41.04% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 2,894 871 0.02% 0.02% 402 +587 25.44% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History No change 2,895 871 0.14% 0.13% 401 0 0.0% Q4 2025 Jan 23, 2026
IFG Advisory, LLC History Added to 2,889 870 0.04% 0.03% 403 +242 9.14% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 2,886 869 0.04% 0.01% 404 +2,433 537.09% Q4 2025 Feb 10, 2026
Orion Porfolio Solutions, LLC History Reduced 2,866 863 0.01% 0.01% 405 -99 -3.34% Q4 2025 Feb 12, 2026
N.E.W. Advisory Services LLC History Added to 2,865 862 0.06% 0.06% 406 +422 17.27% Q4 2025 Jan 28, 2026
Whitford Management LLC History New 2,840 855 0.87% — 408 +2,840 New Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 2,840 855 0.05% 0.06% 407 -9 -0.32% Q4 2025 Feb 11, 2026
Beacon Financial Advisory LLC History Added to 2,812 846 0.2% 0.18% 409 +20 0.72% Q4 2025 Feb 17, 2026
Principle Wealth Partners LLC History Reduced 2,806 844 0.05% 0.05% 410 -93 -3.21% Q4 2025 Feb 06, 2026
GREENBERG FINANCIAL GROUP History New 2,798 842 0.35% — 411 +2,798 New Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 2,731 822 0.11% — 412 +2,731 New Q4 2025 Feb 09, 2026
Carnegie Investment Counsel History Added to 2,666 802 0.01% 0.01% 413 +233 9.58% Q4 2025 Jan 23, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,660 801 0.0% 0.12% 414 -1,061,285 -99.75% Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 2,619 788 0.04% 0.4% 415 -18,607 -87.66% Q4 2025 Feb 12, 2026
Apollon Financial, LLC History Added to 2,609 785 0.11% 0.12% 416 +1 0.04% Q4 2025 Jan 22, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,595 781 0.05% 0.05% 417 0 0.0% Q4 2025 Jan 23, 2026
White Lighthouse Investment Management Inc. History Added to 2,581 777 0.11% 0.07% 418 +818 46.4% Q4 2025 Feb 09, 2026
Gladstone Institutional Advisory LLC History Added to 2,583 777 0.03% 0.03% 419 +33 1.29% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 2,572 774 0.02% 0.01% 420 +1,898 281.6% Q4 2025 Feb 05, 2026
Conservest Capital Advisors, Inc. History Added to 2,555 769 0.07% 0.06% 421 +84 3.4% Q4 2025 Feb 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 2,542 765 0.02% 0.02% 422 +95 3.88% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Added to 2,538 764 0.0% 0.0% 423 +45 1.81% Q4 2025 Jan 28, 2026
Vestmark Advisory Solutions, Inc. History New 2,532 762 0.01% — 424 +2,532 New Q4 2025 Feb 06, 2026
StoneCrest Wealth Management, Inc. History Reduced 2,529 761 0.31% 0.3% 425 -24 -0.94% Q4 2025 Jan 16, 2026
Ignite Planners, LLC History Reduced 2,165 749 0.11% 0.1% 426 -50 -2.26% Q4 2025 Feb 06, 2026
Beaumont Financial Advisors, LLC History Reduced 2,474 745 0.05% 0.05% 427 -11 -0.44% Q4 2025 Jan 16, 2026
SIH Partners, LLLP History New 2,468 743 0.01% — 428 +2,468 New Q4 2025 Feb 17, 2026
Obermeyer Wealth Partners History No change 2,384 717 0.03% 0.03% 429 0 0.0% Q4 2025 Jan 29, 2026
National Wealth Management Group, LLC History Added to 2,370 713 0.25% 0.22% 431 +175 7.97% Q4 2025 Jan 12, 2026
Lifeworks Advisors, LLC History Reduced 2,368 713 0.09% 0.09% 430 -8 -0.34% Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Reduced 2,363 711 0.03% 0.03% 432 -21 -0.88% Q4 2025 Jan 27, 2026
HRT FINANCIAL LP History Reduced 2,338 704 0.0% 0.02% 433 -18,592 -88.83% Q4 2025 Feb 12, 2026
Connecticut Wealth Management, LLC History No change 2,334 702 0.03% 0.03% 434 0 0.0% Q4 2025 Feb 12, 2026
Hilltop Holdings Inc. History Added to 2,308 695 0.04% 0.03% 435 +488 26.81% Q4 2025 Feb 17, 2026
CVFG LLC History Reduced 2,305 694 0.48% 0.45% 436 -10 -0.43% Q4 2025 Feb 06, 2026
TRUST CO OF OKLAHOMA History Reduced 2,284 687 0.2% 0.19% 437 -118 -4.91% Q4 2025 Jan 14, 2026
Fortune Financial Group, Inc. History New 2,066 686 0.67% — 438 +2,066 New Q4 2025 Feb 11, 2026
Rathbones Group PLC History Added to 2,275 685 0.0% 0.0% 439 +195 9.38% Q4 2025 Feb 06, 2026
CHOREO, LLC History Reduced 2,231 680 0.01% 0.01% 440 -45 -1.98% Q4 2025 Jan 23, 2026
Sequoia Financial Advisors, LLC History Reduced 2,255 679 0.0% 0.0% 441 -152 -6.31% Q4 2025 Feb 03, 2026
RDA Financial Network History No change 2,258 679 0.16% 0.15% 442 0 0.0% Q4 2025 Jan 06, 2026
VVR Holdings LLC History New 2,252 678 0.35% — 444 +2,252 New Q4 2025 Feb 11, 2026
Bay Harbor Wealth Management, LLC History No change 2,252 678 0.18% 0.16% 443 0 0.0% Q4 2025 Feb 02, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,226 670 0.07% 0.08% 445 -222 -9.07% Q4 2025 Jan 08, 2026
Acorn Wealth Advisors, LLC History Added to 2,223 669 0.2% 0.16% 446 +333 17.62% Q4 2025 Feb 10, 2026
Capital Developers, LLC History New 2,218 667 0.6% — 447 +2,218 New Q4 2025 Jan 30, 2026
New England Private Wealth Advisors LLC History Added to 2,211 665 0.08% 0.08% 448 +3 0.14% Q4 2025 Feb 13, 2026
Madison Wealth Partners, Inc History Added to 2,206 664 0.12% 0.12% 449 +37 1.71% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Added to 2,178 656 0.02% 0.02% 450 +339 18.43% Q4 2025 Feb 12, 2026
Accurate Wealth Management, LLC History Added to 1,996 656 0.08% 0.06% 451 +324 19.38% Q4 2025 Jan 14, 2026
Private Wealth Advisors, LLC History No change 2,176 655 0.21% 0.2% 452 0 0.0% Q4 2025 Feb 06, 2026
BROWN ADVISORY INC History Reduced 2,158 649 0.0% 0.0% 453 -159 -6.86% Q4 2025 Feb 13, 2026
Harbor Asset Planning, Inc. History Added to 2,152 648 0.55% 0.5% 454 +89 4.31% Q4 2025 Jan 26, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 2,151 647 0.02% 0.02% 455 -136 -5.95% Q4 2025 Feb 03, 2026
Annex Advisory Services, LLC History New 2,140 644 0.01% — 456 +2,140 New Q4 2025 Jan 26, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 2,118 637 0.19% 0.18% 457 0 0.0% Q4 2025 Jan 29, 2026
Pathway Financial Advisers, LLC History Reduced 2,102 633 0.18% 0.17% 458 -48 -2.23% Q4 2025 Feb 06, 2026
Savvy Advisors, Inc. History Added to 2,092 630 0.02% 0.02% 459 +568 37.27% Q4 2025 Jan 20, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 2,080 626 0.07% 0.09% 460 -455 -17.95% Q4 2025 Jan 26, 2026
Global Assets Advisory, LLC History Added to 2,079 626 0.18% 0.17% 461 +2 0.1% Q4 2025 Feb 09, 2026
Apella Capital, LLC History Added to 2,071 623 0.01% 0.01% 462 +89 4.49% Q4 2025 Jan 21, 2026
Crestwood Advisors Group, LLC History No change 2,041 614 0.01% 0.01% 463 0 0.0% Q4 2025 Feb 03, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 1,945 610 0.36% 0.43% 464 -775 -28.49% Q4 2025 Jan 06, 2026
Bawa N Mallick Trust History No change 2,000 602 0.22% 0.21% 465 0 0.0% Q4 2025 Mar 12, 2026
BLUE JEAN FINANCIAL LLC History New 1,997 601 0.49% — 466 +1,997 New Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 1,995 600 0.01% 0.01% 467 +135 7.26% Q4 2025 Feb 03, 2026
SOA Wealth Advisors, LLC. History Added to 1,990 599 0.1% 0.09% 468 +3 0.15% Q4 2025 Jan 20, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 1,980 596 0.06% 0.06% 469 -300 -13.16% Q4 2025 Jan 27, 2026
RB Capital Management, LLC History Reduced 1,953 588 0.12% 0.11% 470 -38 -1.91% Q4 2025 Feb 03, 2026
RWA WEALTH PARTNERS, LLC History Added to 1,950 587 0.01% 0.01% 471 +45 2.36% Q4 2025 Feb 12, 2026
Taikang Asset Management (Hong Kong) Co Ltd History New 1,940 584 0.06% — 472 +1,940 New Q4 2025 Feb 17, 2026
Asset One Wealth Management LLC History New 1,653 582 0.08% — 473 +1,653 New Q4 2025 Feb 17, 2026
Paragon Private Wealth Management, LLC History Reduced 1,932 581 0.18% 0.18% 474 -108 -5.29% Q4 2025 Feb 11, 2026
ROMAN BUTLER FULLERTON & CO History Added to 1,662 579 0.15% 0.08% 475 +640 62.62% Q4 2025 Jan 26, 2026
WEALTHGARDEN F.S. LLC History Reduced 1,687 578 0.38% 0.36% 476 -29 -1.69% Q4 2025 Feb 11, 2026
Bravias Capital Group, LLC History Added to 1,902 572 0.35% 0.33% 477 +69 3.76% Q4 2025 Jan 29, 2026
Urban Wealth Management, LLC History New 1,894 570 0.53% — 478 +1,894 New Q4 2025 Jan 30, 2026
AIMZ Investment Advisors, LLC History New 1,877 565 0.16% — 479 +1,877 New Q4 2025 Feb 17, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Added to 1,621 561 0.72% 0.69% 480 +3 0.19% Q4 2025 Feb 23, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,857 559 0.0% 0.0% 481 0 0.0% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 1,819 547 0.01% 0.01% 482 +160 9.64% Q4 2025 Feb 09, 2026
GLENMEDE TRUST CO NA History New 1,815 546 0.0% — 483 +1,815 New Q4 2025 Feb 17, 2026
Jacobi Capital Management LLC History Added to 1,810 545 0.03% 0.03% 484 +2 0.11% Q4 2025 Feb 13, 2026
FourThought Financial Partners, LLC History Reduced 1,798 541 0.05% 0.04% 485 -4 -0.22% Q4 2025 Feb 06, 2026
Regal Investment Advisors LLC History Added to 1,787 538 0.03% 0.02% 486 +488 37.57% Q4 2025 Feb 17, 2026
X-Square Capital, LLC History Added to 1,778 536 0.18% 0.15% 487 +50 2.89% Q4 2025 Feb 11, 2026
Realta Investment Advisors History Added to 1,776 534 0.17% 0.01% 489 +1,715 2811.48% Q4 2025 Jan 20, 2026
L & S Advisors Inc History Reduced 1,776 534 0.05% 0.05% 488 -122 -6.43% Q4 2025 Feb 05, 2026
Jain Global LLC History New 1,758 529 0.0% — 490 +1,758 New Q4 2025 Feb 17, 2026
Wagner Wealth Management, Corp History New 1,754 528 0.52% — 491 +1,754 New Q4 2025 Feb 12, 2026
Cypress Wealth Services, LLC History No change 1,752 527 0.07% 0.08% 492 0 0.0% Q4 2025 Jan 14, 2026
Avalon Trust Co History No change 1,750 527 0.03% 0.03% 493 0 0.0% Q4 2025 Feb 09, 2026
Eagle Strategies LLC History New 1,748 526 0.07% — 494 +1,748 New Q4 2025 Jan 23, 2026
COFG Advisors, LLC History New 1,747 525 0.13% — 497 +1,747 New Q4 2025 Feb 10, 2026
SeaCrest Wealth Management, LLC History Added to 1,618 525 0.05% 0.03% 496 +684 73.23% Q4 2025 Jan 12, 2026
WBH ADVISORY INC History No change 1,744 525 0.04% 0.04% 495 0 0.0% Q4 2025 Jan 26, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 1,731 521 0.15% 0.14% 498 0 0.0% Q4 2025 Feb 11, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 1,710 514 0.0% 0.0% 499 +636 59.22% Q4 2025 Feb 17, 2026
BCS Wealth Management History Added to 1,698 511 0.05% 0.05% 501 +849 100.0% Q4 2025 Jan 26, 2026
Alpha Cubed Investments, LLC History Reduced 1,698 511 0.02% 0.02% 500 -560 -24.8% Q4 2025 Feb 03, 2026
Fiduciary Alliance LLC History Reduced 1,675 504 0.03% 0.03% 502 -233 -12.21% Q4 2025 Jan 22, 2026
Wealthstar Advisors, LLC History Reduced 1,667 502 0.22% 0.18% 503 -56 -3.25% Q4 2025 Jan 30, 2026
Front Row Advisors LLC History Reduced 1,666 501 0.17% 0.15% 504 -5 -0.3% Q4 2025 Feb 12, 2026
PTM WEALTH MANAGEMENT, LLC History Added to 1,572 500 0.28% 0.27% 505 +2 0.13% Q4 2025 Jan 09, 2026
Welch Financial Planning, LLC History New 1,639 493 0.36% — 506 +1,639 New Q4 2025 Feb 02, 2026
Madrid Wealth Management, LLC History New 1,636 492 0.4% — 507 +1,636 New Q4 2025 Feb 02, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,597 490 0.66% 0.36% 508 +720 82.1% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 1,627 489 0.03% 0.03% 509 -248 -13.23% Q4 2025 Jan 26, 2026
NATIXIS History Reduced 1,624 489 0.0% 0.0% 510 -185 -10.23% Q4 2025 Feb 13, 2026
Pine Harbor Wealth Management, LLC History Reduced 1,620 487 0.15% 0.16% 511 -185 -10.25% Q4 2025 Jan 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,615 486 0.01% 0.01% 512 +31 1.96% Q4 2025 Jan 30, 2026
Dakota Wealth Management History Added to 1,611 485 0.01% 0.01% 513 +275 20.58% Q4 2025 Jan 13, 2026
Alpine Global Management, LLC History New 1,600 481 0.1% — 514 +1,600 New Q4 2025 Feb 26, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 1,587 478 0.01% 0.01% 515 -248 -13.51% Q4 2025 Feb 10, 2026
Caprock Group, LLC History Reduced 1,589 478 0.01% 0.01% 516 -53 -3.23% Q4 2025 Jan 28, 2026
Rinkey Investments History Added to 1,571 473 0.12% 0.11% 517 +36 2.35% Q4 2025 Feb 04, 2026
StoneX Group Inc. History Added to 1,558 470 0.02% 0.02% 518 +3 0.19% Q4 2025 Feb 12, 2026
Delta Investment Management, LLC History Reduced 1,560 469 0.08% 0.08% 519 -7 -0.45% Q4 2025 Jan 30, 2026
Bauman Advisory Group, LLC History New 1,552 467 0.38% — 521 +1,552 New Q4 2025 Feb 20, 2026
IPG Investment Advisors LLC History Added to 1,554 467 0.08% 0.06% 520 +405 35.25% Q4 2025 Feb 09, 2026
Empower Advisory Group, LLC History Reduced 1,549 466 0.0% 0.0% 522 -685 -30.66% Q4 2025 Feb 12, 2026
Mullooly Asset Management, Inc. History Reduced 1,543 464 0.17% 0.16% 524 -31 -1.97% Q4 2025 Feb 06, 2026
Buttonwood Financial Advisors Inc. History No change 1,541 464 0.15% 0.14% 523 0 0.0% Q4 2025 Feb 04, 2026
Wedmont Private Capital History New 1,404 456 0.02% — 525 +1,404 New Q4 2025 Jan 08, 2026
CALTON & ASSOCIATES, INC. History Added to 1,509 454 0.07% 0.06% 526 +1 0.07% Q4 2025 Feb 10, 2026
BANQUE PICTET & CIE SA History Reduced 1,500 451 0.0% 0.0% 528 -1,300 -46.43% Q4 2025 Jan 16, 2026
Fragasso Financial Advisors Inc History Added to 1,500 451 0.03% 0.03% 529 +3 0.2% Q4 2025 Jan 07, 2026
Merrion Investment Management Co, LLC History No change 1,500 451 0.24% 0.23% 527 0 0.0% Q4 2025 Feb 17, 2026
HOLDERNESS INVESTMENTS CO History Reduced 1,492 449 0.09% 0.08% 530 -17 -1.13% Q4 2025 Feb 10, 2026
ASPIRIANT, LLC History No change 1,483 446 0.01% 0.01% 531 0 0.0% Q4 2025 Jan 20, 2026
Ballast Financial Advisors LLC History New 1,467 441 0.45% — 532 +1,467 New Q4 2025 Feb 17, 2026
Syntegra Private Wealth Group, LLC History No change 1,454 437 0.04% 0.04% 533 0 0.0% Q4 2025 Feb 10, 2026
Soltis Investment Advisors LLC History Added to 1,442 434 0.03% 0.02% 534 +257 21.69% Q4 2025 Apr 02, 2026
WELCH & FORBES LLC History Reduced 1,434 431 0.01% 0.0% 535 -75 -4.97% Q4 2025 Feb 10, 2026
Andina Capital Management, LLC History New 1,426 429 0.26% — 536 +1,426 New Q4 2025 Feb 12, 2026
JT Stratford LLC History Added to 1,422 428 0.05% 0.04% 537 +221 18.4% Q4 2025 Feb 12, 2026
Diversified Trust Co History No change 1,407 423 0.01% 0.01% 538 0 0.0% Q4 2025 Jan 09, 2026
Madrona Financial Services, LLC History No change 1,405 423 0.09% 0.08% 539 0 0.0% Q4 2025 Jan 22, 2026
RiverFront Investment Group, LLC History No change 1,361 409 0.01% 0.01% 540 0 0.0% Q4 2025 Feb 05, 2026
XML Financial, LLC History Reduced 1,352 407 0.03% 0.04% 541 -281 -17.21% Q4 2025 Feb 11, 2026
LOWERY THOMAS, LLC History Reduced 1,338 403 0.23% 0.21% 542 -18 -1.33% Q4 2025 Jan 26, 2026
Colonial Trust Co / SC History Added to 1,337 402 0.05% 0.04% 545 +130 10.77% Q4 2025 Feb 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 1,336 402 0.01% 0.01% 544 -48 -3.47% Q4 2025 Feb 13, 2026
Allie Family Office LLC History No change 1,338 402 0.19% 0.17% 543 0 0.0% Q4 2025 Feb 13, 2026
Key Client Fiduciary Advisors, LLC History Reduced 1,329 400 0.14% 0.12% 546 -36 -2.64% Q4 2025 Jan 28, 2026
Smartleaf Asset Management LLC History Added to 1,306 398 0.02% 0.02% 547 +106 8.83% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 1,312 395 0.02% 0.02% 548 +34 2.66% Q4 2025 Mar 04, 2026
Trust Point Inc. History No change 1,296 390 0.03% 0.03% 549 0 0.0% Q4 2025 Jan 13, 2026
Cornerstone Wealth Management, LLC History Added to 1,289 388 0.02% 0.02% 550 +260 25.27% Q4 2025 Feb 05, 2026
Choate Investment Advisors History Added to 1,287 387 0.01% 0.01% 551 +61 4.98% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Added to 1,282 386 0.0% 0.0% 552 +33 2.64% Q4 2025 Feb 13, 2026
Interchange Capital Partners, LLC History No change 1,282 386 0.07% 0.07% 553 0 0.0% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Added to 1,276 384 0.01% 0.01% 554 +535 72.2% Q4 2025 Feb 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 1,274 383 0.01% 0.01% 555 -15 -1.16% Q4 2025 Feb 06, 2026
Busey Bank History No change 1,272 383 0.01% 0.01% 556 0 0.0% Q4 2025 Jan 27, 2026
GERBER, LLC History No change 1,266 381 0.21% 0.22% 557 0 0.0% Q4 2025 Jan 21, 2026
McKinley Carter Wealth Services, Inc. History Reduced 1,263 380 0.02% 0.02% 558 -221 -14.89% Q4 2025 Feb 06, 2026
MWA Asset Management History Reduced 1,265 380 0.21% 0.2% 559 -59 -4.46% Q4 2025 Jan 29, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 1,259 379 0.01% 0.01% 560 -31 -2.4% Q4 2025 Jan 13, 2026
REGIONS FINANCIAL CORP History New 1,258 378 0.0% — 561 +1,258 New Q4 2025 Jan 27, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 1,255 378 0.03% 0.03% 562 +51 4.24% Q4 2025 Feb 12, 2026
Golden State Equity Partners History No change 1,252 377 0.06% 0.06% 563 0 0.0% Q4 2025 Jan 29, 2026
Winthrop Advisory Group LLC History Added to 1,240 373 0.03% 0.03% 564 +97 8.49% Q4 2025 Jan 21, 2026
SWEENEY & MICHEL, LLC History Added to 1,031 371 0.11% 0.09% 565 +1 0.1% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Reduced 1,230 370 0.01% 0.02% 567 -3,217 -72.34% Q4 2025 Jan 16, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,236 370 0.0% 0.0% 566 0 0.0% Q4 2025 Feb 03, 2026
North Star Investment Management Corp. History Reduced 1,227 369 0.02% 0.02% 568 -2 -0.16% Q4 2025 Jan 30, 2026
Summa Corp. History New 1,220 367 0.16% — 569 +1,220 New Q4 2025 Jan 21, 2026
Larson Financial Group LLC History Reduced 1,214 365 0.01% 0.01% 570 -303 -19.97% Q4 2025 Feb 06, 2026
Golden State Wealth Management, LLC History Added to 1,211 364 0.04% 0.04% 571 +2 0.17% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,202 361 0.02% 0.02% 572 +1 0.08% Q4 2025 Feb 06, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 1,196 360 0.19% — 573 +1,196 New Q4 2025 Feb 23, 2026
Global View Capital Management LLC History Added to 1,190 358 0.07% 0.06% 574 +77 6.92% Q4 2025 Jan 14, 2026
Tyche Wealth Partners LLC History No change 1,191 358 0.06% 0.06% 575 0 0.0% Q4 2025 Jan 23, 2026
American Institute for Advanced Investment Management, LLP History No change 1,183 356 0.23% 0.21% 576 0 0.0% Q4 2025 Feb 04, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 1,182 355 0.05% 0.04% 577 +13 1.11% Q4 2025 Feb 04, 2026
WILLNER & HELLER, LLC History Added to 1,170 352 0.25% 0.22% 578 +119 11.32% Q4 2025 Jan 12, 2026
Trexquant Investment LP History Reduced 1,165 350 0.0% 0.01% 579 -1,235 -51.46% Q4 2025 Feb 17, 2026
Rosenberg Matthew Hamilton History No change 1,163 350 0.07% 0.07% 580 0 0.0% Q4 2025 Jan 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,150 347 0.11% 0.11% 581 0 0.0% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,150 346 0.0% 0.01% 582 -439 -27.63% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 1,145 344 0.01% 0.01% 583 +286 33.29% Q4 2025 Feb 09, 2026
Cornerstone Planning, LLC History New 1,137 342 0.08% — 584 +1,137 New Q4 2025 Mar 17, 2026
Arrowroot Family Office, LLC History Reduced 1,137 342 0.12% 0.13% 585 -36 -3.07% Q4 2025 Feb 11, 2026
Capital Advisors, Ltd. LLC History Added to 7,068 340 0.04% 0.0% 586 +7,044 29350.0% Q4 2025 Jan 21, 2026
Councilmark Asset Management, LLC History No change 1,125 338 0.19% 0.17% 587 0 0.0% Q4 2025 Feb 09, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,110 334 0.01% 0.01% 588 0 0.0% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 1,103 332 0.01% 0.04% 589 -2,659 -70.68% Q4 2025 Feb 17, 2026
Riverbend Wealth Management, LLC History Added to 1,106 332 0.21% 0.21% 591 +1 0.09% Q4 2025 Jan 29, 2026
Fielder Capital Group LLC History No change 1,104 332 0.07% 0.07% 590 0 0.0% Q4 2025 Feb 10, 2026
Kingdom Financial Group LLC. History New 1,101 331 0.1% — 593 +1,101 New Q4 2025 Feb 06, 2026
Ausdal Financial Partners, Inc. History Added to 1,102 331 0.02% 0.01% 592 +209 23.4% Q4 2025 Feb 13, 2026
WHALEROCK POINT PARTNERS, LLC History Reduced 1,095 329 0.06% 0.08% 594 -300 -21.51% Q4 2025 Feb 13, 2026
Fort Sheridan Advisors LLC History No change 1,093 329 0.04% 0.04% 595 0 0.0% Q4 2025 Feb 10, 2026
ABLE Financial Group, LLC History Added to 1,092 328 0.07% 0.06% 596 +46 4.4% Q4 2025 Jan 23, 2026
SAXON INTERESTS, INC. History Reduced 1,087 327 0.11% 0.11% 597 -34 -3.03% Q4 2025 Feb 13, 2026
S Harris Financial Group, LLC History New 1,085 326 0.31% — 599 +1,085 New Q4 2025 Mar 03, 2026
Well Done, LLC History Reduced 1,083 326 0.05% 0.06% 598 -165 -13.22% Q4 2025 Jan 13, 2026
Genesee Capital Advisors, LLC History New 1,078 324 0.13% — 601 +1,078 New Q4 2025 Jan 16, 2026
Keel Point, LLC History No change 1,078 324 0.02% 0.02% 600 0 0.0% Q4 2025 Feb 12, 2026
Essex Bank History No change 1,074 323 0.07% 0.07% 602 0 0.0% Q4 2025 Feb 02, 2026
Grant Private Wealth Management Inc History Reduced 1,066 321 0.19% 0.18% 604 -20 -1.84% Q4 2025 Jan 05, 2026
LRI Investments, LLC History No change 1,068 321 0.03% 0.02% 603 0 0.0% Q4 2025 Feb 04, 2026
Outlook Wealth Advisors, LLC History Reduced 1,065 320 0.07% 0.08% 605 -87 -7.55% Q4 2025 Feb 11, 2026
Novak & Powell Financial Services, Inc. History No change 1,050 316 0.16% 0.15% 606 0 0.0% Q4 2025 Feb 10, 2026
Balboa Wealth Partners History New 1,049 315 0.05% — 607 +1,049 New Q4 2025 Jan 16, 2026
TruNorth Capital Management, LLC History Reduced 1,044 314 0.06% 0.08% 608 -497 -32.25% Q4 2025 Feb 11, 2026
ITHAKA GROUP LLC History New 1,040 313 0.06% — 609 +1,040 New Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Reduced 1,036 311 0.07% 0.08% 610 -352 -25.36% Q4 2025 Feb 02, 2026
Glenview Trust Co History No change 1,030 310 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 09, 2026
PATTEN & PATTEN INC/TN History Reduced 1,025 308 0.02% 0.03% 612 -1,095 -51.65% Q4 2025 Feb 03, 2026
Wealth Enhancement Trust Services, Inc. History New 1,024 308 0.04% — 614 +1,024 New Q4 2025 Jan 27, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 1,025 308 0.2% 0.11% 613 +408 66.13% Q4 2025 Feb 10, 2026
AMERIFLEX GROUP, INC. History Reduced 1,021 307 0.16% 0.21% 617 -1,021 -50.0% Q4 2025 Feb 18, 2026
Accredited Investors Inc. History Reduced 1,020 307 0.02% 0.03% 615 -957 -48.41% Q4 2025 Feb 05, 2026
Kathmere Capital Management, LLC History Reduced 1,022 307 0.02% 0.02% 616 -36 -3.4% Q4 2025 Jan 13, 2026
Modera Wealth Management, LLC History Added to 1,019 306 0.0% 0.0% 618 +16 1.6% Q4 2025 Jan 21, 2026
Virtue Capital Management, LLC History New 970 304 0.05% — 619 +970 New Q4 2025 Feb 18, 2026
Calydon Capital History Added to 1,011 304 0.05% 0.04% 620 +1 0.1% Q4 2025 Feb 17, 2026
Dale Q Rice Investment Management Ltd History No change 1,003 302 0.22% 0.21% 621 0 0.0% Q4 2025 Jan 30, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 1,000 301 0.04% — 623 +1,000 New Q4 2025 Feb 11, 2026
Cascade Financial Partners, LLC History No change 1,000 301 0.03% 0.03% 622 0 0.0% Q4 2025 Feb 06, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 997 300 0.14% 0.13% 624 +1 0.1% Q4 2025 Jan 28, 2026
Procyon Advisors, LLC History New 987 297 0.01% — 625 +987 New Q4 2025 Jan 07, 2026
Waldron Private Wealth LLC History Reduced 984 296 0.01% 0.01% 626 -99 -9.14% Q4 2025 Jan 14, 2026
Sculati Wealth Management, LLC History No change 983 296 0.1% 0.09% 627 0 0.0% Q4 2025 Feb 05, 2026
Jump Financial, LLC History New 981 295 0.0% — 628 +981 New Q4 2025 Feb 17, 2026
Wealth Management Partners, LLC History Reduced 981 295 0.08% 0.09% 629 -51 -4.94% Q4 2025 Jan 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 967 291 0.01% 0.01% 630 -22 -2.22% Q4 2025 Jan 21, 2026
Triad Wealth Partners, LLC History New 962 289 0.03% — 631 +962 New Q4 2025 Jan 22, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 954 287 0.08% 0.06% 632 +329 52.64% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History Added to 950 285 0.01% 0.0% 633 +1 0.11% Q4 2025 Feb 04, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 946 285 0.12% 0.12% 634 +1 0.11% Q4 2025 Jan 22, 2026
Chicago Capital, LLC History No change 939 282 0.01% 0.01% 635 0 0.0% Q4 2025 Jan 26, 2026
Kelly Financial Services LLC History Reduced 933 280 0.07% 1.79% 636 -24,499 -96.33% Q4 2025 Jan 13, 2026
Certified Advisory Corp History Reduced 927 279 0.03% 0.02% 637 -11 -1.17% Q4 2025 Jan 12, 2026
Ariadne Wealth Management, LP History No change 795 279 0.12% 0.1% 638 0 0.0% Q4 2025 Feb 13, 2026
Detalus Advisors, LLC History Added to 924 278 0.07% 0.06% 639 +5 0.54% Q4 2025 Feb 03, 2026
Acropolis Investment Management, LLC History No change 923 277 0.01% 0.01% 640 0 0.0% Q4 2025 Jan 14, 2026
Sage Mountain Advisors LLC History New 913 275 0.01% — 643 +913 New Q4 2025 Jan 23, 2026
M&T BANK CORP History No change 915 275 0.0% 0.0% 641 0 0.0% Q4 2025 Jan 30, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 916 275 0.11% 0.1% 642 0 0.0% Q4 2025 Jan 30, 2026
Williams Jones Wealth Management, LLC. History Reduced 900 271 0.0% 0.0% 646 -150 -14.29% Q4 2025 Feb 13, 2026
Strategic Financial Concepts, LLC History Added to 900 271 0.25% 0.03% 647 +25 2.86% Q4 2025 Feb 09, 2026
PHILADELPHIA TRUST CO History No change 899 271 0.02% 0.02% 644 0 0.0% Q4 2025 Feb 12, 2026
Rice Partnership, LLC History No change 902 271 0.04% 0.03% 645 0 0.0% Q4 2025 Feb 10, 2026
Main Street Financial Solutions, LLC History No change 892 268 0.02% 0.02% 648 0 0.0% Q4 2025 Feb 17, 2026
Milestone Asset Management Group, LLC History Added to 884 266 0.15% 0.13% 649 +111 14.36% Q4 2025 Feb 03, 2026
Davis Investment Partners, LLC History Added to 847 265 0.09% 0.08% 650 +1 0.12% Q4 2025 Jan 06, 2026
HF Advisory Group, LLC History Reduced 875 263 0.09% 0.09% 651 -31 -3.42% Q4 2025 Jan 23, 2026
Secure Asset Management, LLC History Added to 871 262 0.04% 0.04% 653 +38 4.56% Q4 2025 Jan 20, 2026
Neuberger Berman Group LLC History No change 872 262 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 865 260 0.03% 0.03% 654 -26 -2.92% Q4 2025 Jan 23, 2026
Heartwood Wealth Advisors LLC History Added to 857 258 0.02% 0.02% 655 +102 13.51% Q4 2025 Jan 12, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 835 252 0.21% — 656 +835 New Q4 2025 Jan 20, 2026
Icon Wealth Advisors, LLC History Reduced 836 251 0.02% 0.02% 660 -240 -22.3% Q4 2025 Feb 13, 2026
Astoria Portfolio Advisors LLC. History Reduced 704 251 0.06% 0.06% 659 -104 -12.87% Q4 2025 Feb 24, 2026
First Financial Group Corp History Reduced 833 251 0.21% 0.2% 661 -35 -4.03% Q4 2025 Jan 28, 2026
Physician Wealth Advisors, Inc. History Added to 836 251 0.03% 0.03% 657 +2 0.24% Q4 2025 Jan 29, 2026
Clarus Group, Inc. History No change 835 251 0.09% 0.08% 658 0 0.0% Q4 2025 Jan 16, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 833 250 0.01% 0.01% 662 0 0.0% Q4 2025 Feb 03, 2026
KTF INVESTMENTS, LLC History New 824 248 0.04% — 664 +824 New Q4 2025 Jan 30, 2026
DAVENPORT & Co LLC History No change 826 248 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 12, 2026
JB Capital LLC History Added to 823 247 0.01% 0.01% 666 +78 10.47% Q4 2025 Jan 20, 2026
Institute for Wealth Management, LLC. History Added to 823 247 0.03% 0.02% 665 +1 0.12% Q4 2025 Jan 27, 2026
GK Wealth Management LLC History Added to 817 246 0.16% 0.16% 667 +4 0.49% Q4 2025 Jan 05, 2026
Freestone Capital Holdings, LLC History Added to 816 245 0.01% 0.01% 668 +19 2.38% Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History Reduced 813 244 0.02% 0.02% 669 -40 -4.69% Q4 2025 Jan 26, 2026
Heritage Family Offices, LLP History No change 811 244 0.11% 0.1% 670 0 0.0% Q4 2025 Jan 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 741 243 0.01% 0.0% 671 +480 183.91% Q4 2025 Jan 26, 2026
Signal Advisors Wealth, LLC History New 805 242 0.02% — 673 +805 New Q4 2025 Jan 13, 2026
Betterment LLC History Added to 803 242 0.0% 0.0% 672 +46 6.08% Q4 2025 Feb 12, 2026
Warren Street Wealth Advisors, LLC History No change 800 240 0.07% 0.06% 674 0 0.0% Q4 2025 Jan 29, 2026
KANE INVESTMENT MANAGEMENT, INC. History Added to 795 239 0.12% 0.1% 675 +5 0.63% Q4 2025 Feb 13, 2026
TSFG, LLC History Reduced 789 238 0.04% 0.06% 676 -503 -38.93% Q4 2025 Feb 04, 2026
Clear Creek Financial Management, LLC History New 787 237 0.02% — 677 +787 New Q4 2025 Jan 23, 2026
Olistico Wealth, LLC History No change 785 236 0.12% 0.11% 678 0 0.0% Q4 2025 Jan 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 783 235 0.0% 0.0% 679 0 0.0% Q4 2025 Feb 10, 2026
STOCK YARDS BANK & TRUST CO History New 771 232 0.01% — 680 +771 New Q4 2025 Jan 21, 2026
Main Street Research LLC History No change 771 232 0.01% 0.01% 681 0 0.0% Q4 2025 Feb 09, 2026
Brooklyn FI, LLC History No change 767 230 0.05% 0.05% 682 0 0.0% Q4 2025 Jan 21, 2026
Carrera Capital Advisors History Reduced 762 229 0.04% 0.05% 683 -166 -17.89% Q4 2025 Jan 30, 2026
FOCUS Wealth Advisors, LLC History No change 753 226 0.11% 0.1% 684 0 0.0% Q4 2025 Jan 09, 2026
Cornerstone Wealth Group, LLC History New 748 225 0.02% — 686 +748 New Q4 2025 Jan 26, 2026
WILKINS INVESTMENT COUNSEL INC History No change 750 225 0.03% 0.03% 685 0 0.0% Q4 2025 Feb 02, 2026
Badgley Phelps Wealth Managers, LLC History New 744 224 0.0% — 687 +744 New Q4 2025 Jan 28, 2026
CENTAURUS FINANCIAL, INC. History Added to 740 223 0.01% 0.01% 688 +138 22.92% Q4 2025 Feb 13, 2026
Swisher Financial Concepts, Inc. History New 736 221 0.13% — 689 +736 New Q4 2025 Feb 10, 2026
SIG BROKERAGE, LP History New 733 220 0.01% — 690 +733 New Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History New 730 219 0.01% — 691 +730 New Q4 2025 Jan 20, 2026
Omega Financial Group, LLC History New 729 219 0.07% — 692 +729 New Q4 2025 Jan 28, 2026
AFFINITY WEALTH MANAGEMENT LLC History New 726 218 0.03% — 693 +726 New Q4 2025 Jan 15, 2026
Cresta Advisors, Ltd. History Reduced 726 218 0.09% 0.12% 694 -274 -27.4% Q4 2025 Feb 03, 2026
RITHOLTZ WEALTH MANAGEMENT History New 724 217 0.0% — 696 +724 New Q4 2025 Jan 23, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 722 217 0.15% 0.14% 697 +1 0.14% Q4 2025 Jan 27, 2026
HCR Wealth Advisors History No change 723 217 0.02% 0.02% 695 0 0.0% Q4 2025 Jan 27, 2026
Journey Advisory Group, LLC History New 720 216 0.02% — 698 +720 New Q4 2025 Jan 27, 2026
Bowman & Co S.C. History New 718 216 0.09% — 699 +718 New Q4 2025 Jan 23, 2026
Main Management LLC History Reduced 715 215 0.02% 0.1% 701 -4,267 -85.65% Q4 2025 Feb 10, 2026
ProVise Management Group, LLC History New 717 215 0.02% — 700 +717 New Q4 2025 Jan 29, 2026
Founders Financial Alliance, LLC History Added to 715 215 0.04% 0.04% 702 +13 1.85% Q4 2025 Feb 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 713 214 0.03% — 703 +713 New Q4 2025 Jan 12, 2026
Three Cord True Wealth Management, LLC History New 711 214 0.12% — 705 +711 New Q4 2025 Feb 05, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 714 214 0.06% 0.07% 704 -73 -9.28% Q4 2025 Feb 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 710 213 0.0% — 706 +710 New Q4 2025 Jan 07, 2026
Zhang Financial LLC History New 704 211 0.01% — 707 +704 New Q4 2025 Feb 10, 2026
Breakwater Capital Group History New 703 211 0.03% — 708 +703 New Q4 2025 Jan 09, 2026
BCO Wealth Management LLC History New 700 210 0.13% — 709 +700 New Q4 2025 Jan 14, 2026
Keebeck Wealth Management History New 690 207 0.02% — 710 +690 New Q4 2025 Feb 17, 2026
Appalachian Capital Management Ltd History New 688 207 0.17% — 712 +688 New Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History New 606 207 0.08% — 711 +606 New Q4 2025 Feb 11, 2026
CROSSPOINT FINANCIAL, LLC History New 685 206 0.48% — 713 +685 New Q4 2025 Feb 05, 2026
Darden Wealth Group Inc History New 683 205 0.1% — 715 +683 New Q4 2025 Feb 09, 2026
Charter Capital Management, LLC\DE History New 682 205 0.11% — 716 +682 New Q4 2025 Jan 22, 2026
Round Rock Advisors LLC History Reduced 681 205 0.03% 0.03% 714 -84 -10.98% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History New 679 204 0.01% — 717 +679 New Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History New 679 204 0.03% — 718 +679 New Q4 2025 Jan 27, 2026
Almanack Investment Partners, LLC. History New 676 203 0.03% — 719 +676 New Q4 2025 Jan 29, 2026
Cresset Asset Management, LLC History Reduced 675 203 0.0% 0.0% 720 -380 -36.02% Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 677 203 0.0% 0.0% 721 +17 2.58% Q4 2025 Jan 22, 2026
Kesler, Norman & Wride, LLC History New 674 202 0.03% — 722 +674 New Q4 2025 Feb 10, 2026
MGO Private Wealth, LLC History Reduced 674 202 0.13% 0.14% 723 -209 -23.67% Q4 2025 Feb 10, 2026
Strategic Family Wealth Counselors, L.L.C. History New 594 200 0.04% — 725 +594 New Q4 2025 Feb 04, 2026
J.Safra Asset Management Corp History No change 665 200 0.01% 0.01% 724 0 0.0% Q4 2025 Feb 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 657 197 0.01% 0.01% 726 0 0.0% Q4 2025 Feb 17, 2026
Steigerwald, Gordon & Koch Inc. History No change 645 194 0.02% 0.02% 727 0 0.0% Q4 2025 Jan 23, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 641 193 0.11% 0.13% 728 -98 -13.26% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 607 182 0.0% 0.0% 729 0 0.0% Q4 2025 Jan 20, 2026
Oakworth Capital, Inc. History No change 600 180 0.01% 0.01% 730 0 0.0% Q4 2025 Jan 30, 2026
CARDIFF PARK ADVISORS, LLC History No change 600 180 0.01% 0.01% 731 0 0.0% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 584 176 0.0% 0.0% 732 +96 19.67% Q4 2025 Feb 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 562 169 0.05% 0.05% 733 0 0.0% Q4 2025 Feb 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 555 167 0.01% — 734 +555 New Q4 2025 Feb 13, 2026
Silicon Valley Capital Partners History Added to 551 165 0.02% 0.01% 735 +1 0.18% Q4 2025 Feb 13, 2026
Tacita Capital Inc History No change 540 162 0.09% 0.09% 736 0 0.0% Q4 2025 Feb 11, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 530 159 0.08% 0.08% 737 0 0.0% Q4 2025 Feb 17, 2026
Archer Investment Corp History No change 521 157 0.04% 0.03% 738 0 0.0% Q4 2025 Jan 30, 2026
Ancora Advisors LLC History No change 501 150 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 17, 2026
EASTERN BANK History No change 498 149 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 483 145 0.03% — 741 +483 New Q4 2025 Feb 09, 2026
SWAN Capital LLC History New 468 140 0.05% — 742 +468 New Q4 2025 Feb 12, 2026
Provident Wealth Management, LLC History Reduced 464 139 0.04% 0.04% 743 -32 -6.45% Q4 2025 Jan 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 450 135 0.01% 0.01% 744 0 0.0% Q4 2025 Jan 20, 2026
Signature Resources Capital Management, LLC History No change 450 135 0.07% 0.07% 745 0 0.0% Q4 2025 Jan 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 445 134 0.01% 0.01% 746 0 0.0% Q4 2025 Jan 08, 2026
Parkside Financial Bank & Trust History Added to 440 132 0.01% 0.01% 747 +200 83.33% Q4 2025 Feb 13, 2026
IAG Wealth Partners, LLC History Added to 437 131 0.02% 0.01% 748 +86 24.5% Q4 2025 Feb 10, 2026
WFA of San Diego, LLC History No change 426 128 0.09% 0.08% 749 0 0.0% Q4 2025 Feb 17, 2026
EFG International AG History New 424 127 0.0% — 750 +424 New Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Added to 420 126 0.01% 0.01% 751 +40 10.53% Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Reduced 410 123 0.0% 0.0% 752 -183 -30.86% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History New 359 122 0.01% — 753 +359 New Q4 2025 Jan 21, 2026
HUNTINGTON NATIONAL BANK History Added to 403 121 0.0% 0.0% 754 +20 5.22% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History No change 400 120 0.01% 0.0% 755 0 0.0% Q4 2025 Jan 16, 2026
JTC Employer Solutions Trustee Ltd History No change 400 120 0.01% 0.01% 756 0 0.0% Q4 2025 Feb 10, 2026
Benson Wealth Management INC History New 379 114 0.13% — 757 +379 New Q4 2025 Feb 12, 2026
Canton Hathaway, LLC History No change 348 104 0.02% 0.02% 758 0 0.0% Q4 2025 Jan 21, 2026
NBC SECURITIES, INC. History Reduced 340 102 0.01% 0.01% 759 -9 -2.58% Q4 2025 Jan 29, 2026
VALLEY NATIONAL ADVISERS INC History No change 333 100 0.01% 0.01% 760 0 0.0% Q4 2025 Jan 23, 2026
ORG Wealth Partners, LLC History No change 332 100 0.02% 0.02% 761 0 0.0% Q4 2025 Jan 14, 2026
Roxbury Financial LLC History No change 327 98 0.09% 0.08% 762 0 0.0% Q4 2025 Jan 05, 2026
Newbridge Financial Services Group, Inc. History Reduced 314 94 0.01% 0.01% 763 -25 -7.37% Q4 2025 Jan 21, 2026
Fortitude Family Office, LLC History No change 306 92 0.02% 0.02% 764 0 0.0% Q4 2025 Jan 15, 2026
Manchester Capital Management LLC History Reduced 300 90 0.01% 0.1% 765 -2,498 -89.28% Q4 2025 Feb 11, 2026
Ransom Advisory, Ltd History New 300 90 0.04% — 766 +300 New Q4 2025 Jan 06, 2026
Jessup Wealth Management, Inc History New 240 72 0.02% — 767 +240 New Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Reduced 236 71 0.0% 0.0% 768 -66 -21.85% Q4 2025 Feb 09, 2026
Intesa Sanpaolo Wealth Management History New 231 69 0.01% — 769 +231 New Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 222 66 0.01% — 770 +222 New Q4 2025 Feb 13, 2026
Key FInancial Inc History New 217 65 0.01% — 771 +217 New Q4 2025 Feb 09, 2026
Hamilton Point Investment Advisors, LLC History No change 213 64 0.01% 0.01% 772 0 0.0% Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Reduced 212 63 0.0% 0.0% 773 -22 -9.4% Q4 2025 Feb 13, 2026
EPG Wealth Management LLC History No change 210 63 0.02% 0.02% 774 0 0.0% Q4 2025 Jan 28, 2026
BESSEMER GROUP INC History New 206 62 0.0% — 775 +206 New Q4 2025 Feb 05, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 206 62 0.01% 0.02% 776 -137 -39.94% Q4 2025 Feb 27, 2026
Strategic Advocates LLC History Added to 206 62 0.02% 0.01% 777 +75 57.25% Q4 2025 Feb 11, 2026
Basepoint Wealth LLC History New 204 61 0.04% — 779 +204 New Q4 2025 Feb 10, 2026
CX Institutional History Added to 202 61 0.0% 0.0% 778 +5 2.54% Q4 2025 Feb 02, 2026
GAMMA Investing LLC History No change 186 56 0.0% 0.0% 780 0 0.0% Q4 2025 Jan 05, 2026
Russell Investments Group, Ltd. History Reduced 184 55 0.0% 0.0% 781 -8 -4.17% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 176 53 0.0% 0.0% 782 +21 13.55% Q4 2025 Jan 16, 2026
HM PAYSON & CO History No change 166 50 0.0% 0.0% 783 0 0.0% Q4 2025 Feb 12, 2026
Morse Asset Management, Inc History No change 167 50 0.01% 0.01% 784 0 0.0% Q4 2025 Feb 03, 2026
Crews Bank & Trust History No change 159 47 0.01% 0.01% 785 0 0.0% Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 156 46 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 12, 2026
Garner Asset Management Corp History New 150 45 0.02% — 789 +150 New Q4 2025 Feb 03, 2026
BOK Financial Private Wealth, Inc. History No change 150 45 0.0% 0.0% 787 0 0.0% Q4 2025 Feb 06, 2026
Wellington Shields & Co., LLC History No change 150 45 0.01% 0.01% 788 0 0.0% Q4 2025 Feb 09, 2026
Truvestments Capital LLC History No change 150 45 0.01% 0.01% 790 0 0.0% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History No change 150 45 0.0% 0.0% 791 0 0.0% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History New 140 42 0.01% — 792 +140 New Q4 2025 Feb 12, 2026
Turim 21 Investimentos Ltda. History No change 2,450 41 0.02% 0.01% 793 0 0.0% Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 135 40 0.02% — 795 +135 New Q4 2025 Jan 23, 2026
Compass Financial Services Inc History Added to 134 40 0.02% 0.01% 794 +18 15.52% Q4 2025 Feb 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 130 39 0.0% 0.0% 796 -3 -2.26% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 125 38 0.0% 0.0% 799 -251 -66.76% Q4 2025 Feb 11, 2026
ALLIANZ SE History No change 128 38 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 13, 2026
FINANCIAL CONSULATE, INC History No change 127 38 0.01% 0.0% 798 0 0.0% Q4 2025 Jan 22, 2026
SHP Wealth Management History New 125 37 0.0% — 800 +125 New Q4 2025 Mar 04, 2026